+164.9%
ASML vs UBER
+61.6%
+103.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.3% |
| 7D | +1.1% | -3.9% | +5.0% | +2.5% |
| 30D | +2.2% | +11.1% | -8.9% | -2.1% |
| 3M | -2.3% | +4.9% | -7.2% | -5.4% |
| 6M | +23.0% | -1.2% | +24.1% | +21.5% |
| YTD | +61.1% | -7.3% | +68.3% | +62.8% |
| 1Y | +129.1% | -17.6% | +146.7% | +143.4% |
| All | +164.9% | +61.6% | +103.3% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UBER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling